SERP Publish 08-28-2023
Features:
Employee Skills
Dispatch 2.1 - Bulk Map Dispatching
Next Stop Notification Added
Notification Descriptions
Lost Equipment Filter added to Monthly Bill Review
Lost Equipment Report
Customer User Specific ordering role added
Flight Recorder Upgrades
Pending Review Activity Report Added
Average Length of Service Report
Current Rentals Report Upgrade
Customizable Statements for Customers added
Orders tab added to edit/view customer page
Split Notifications
Allow Add Products to Active Orders
Printable Checklist of items to load on truck dashboard
Max Tech work hours setting
Dispatch Changes
Quick Dispatch Change in Order Management
7205, 7206, 7207, 7208, 7209, 7210, 7211, 7212 - populating tech on popup and map now uses internal use role 'Service Technician'
7155 -Minor visual upgrade to litre flow display in view orders
7110 - Mod to Allow all Warehouses on Quick dispatch
7105 - Mod in Fleet panel in Single Map Dispatching
7076 - Minor mod to Depracted field in view/edit Instance
7069 - Minor mod to Priority Type Tech Tabs in Single Map Dispatching
7068 - Mod to Dispatch Tab
7065 - Rescheduled by Column added to Rescheduled Report
7052 -Billing Category No longer Required Filter for Revenue by Salesperson Report
7039 - Mod to View Product Kit in Customer Portal
7038 - Mods to App for Start/End Shift
7028 - Mod to info product/kit in Customer Portal
7005 - Route/All Open tabs added to Single Map Dispatching
7004 - Mod to Patient CRM Checkboxes in Patient Merge tool
6985 - Minor visual upgrade to litre flow display in tech dashboard
6973 - Mod to Territory Requirement in Update Schedule Popup
6964 - Minor mod to Print Checklist page
6961 - Minor visual upgrade to litre flow display in patient merge tool
6957 - Minor visual upgrade to litre flow display in Litre Flow Report
6955 - Minor visual upgrade to litre flow display in My Orders for Tech App
6954 - Minor visual upgrade to litre flow display in Delivery/Step 1
6952 - Minor visual upgrades to litre flow display in order management
6950 - Validation added to litre flow min/max fields
6912 - Diagnosis Codes (ICD-10) Panel added to Patient Merge
6909 - Updated the categories sorting in the shopping cart
5499 - Allow add products to active orders functionality
6752, 6861 - View Customer new Orders tab with Filters
6751, 6841 - Edit Customer new Orders tab with Filters
6839 - Minor visual changes to Legacy Research
6833 - Added Company Name shortcode to Order Confirmation notification
6803 - Added selecting Statement PDF template to Edit Customer
6788 - Order Linking for Customer Portal Pickup/Service Step 3
6763 - Made "Reason for" editable on Approval Needed orders
6762 - Added commas to Active Patient Census Report values
6700 - Print Checklist button on Truck Dashboard Load Truck
6611 - Truck Labelling to Flight Recorder
6568, XXXX - Mods to Employee Skill popups
6501, 6502 - Can Order Online Customer User Role added
6450 - Mods to Monthly Bill Summary
6437 - Lost Equipment Report added Resolutions column
6436 - Lost Equipment Report added Filters
6425, 6426 - Updated Order Scheduled Notification Descriptions
6406, 6407 - Split Removed Next Stop Notification
6404 - Lost Equipment Report
6403 - Lost Equipment Report Button
6401 - Improved DOB Validation for Patient Merge
6399 - Improved DOB Validation for Patient Overlay
6377, 6379 - Split Next Stop Notification
6375, 6376 - Split Order Scheduled No ETA Notification
6367 - Added Parent Company Only option to Fee For Service Detail report
6267 - Added Lost Equipment Alert Filter to MBR
6241, 6249 - Mods to Edit/New Master Product Insurance Information panel
6235 - Added Product Kit Shopping tile inventory metrics
6222 - Disabled Send MFA code button after the first click
6214 - Minor mod to Employee Skills Items Per Page
6212 - Recurring Order Console change
6210 - Mods to the Mini Display Panel
6200 - Minor mod to Edit Payor Fee Schedule Description
6189 - Minor mod to Assignment of Benefits Text setting name
6188 - Linked DBMO # log added
6186 - Added Transfer Another button to Item Quick Transfer Tool
6161 - Updated filter name on Invoice List
6127 - Updated Warehouse CSV to show Manager full name
6126, 6125 - Minor visual changes to Equipment Transfer Modules
6188 - DBMO log added to order management
6170, 6171, 6172, 6173, 6174, 6175, 6176 - Mods to Employee Skills
6161 - Minor relabel filter in Invoice List module
6125, 6126 - Minor visual changes to Equipment Transfer module
6093 - Fleet Panel Update
6068 - Suggestive order in order creation updated to default to rent
6063 - Tech Removed log added to order management when order is re-dispatched
6062 - Edit permission removed from Billing Rep Assignment Report
6054, 6055, 6056 - Allow Item Quick Load and Unload has been split from Item Quick Transfer into a separate setting
6030 - Minor changes to editing product kits in order management
5515, 5517, 5518, 5520, 5521, 6087, 6088 - Employee Skills
6062 - Billing Reps Assignment Report links updated
6063 - Removed Tech logs now added for re-dispatch
6054, 6055 - Added setting for Allow Item Transfer Quick Transfer
6040 - Log added to Order Management for Mute All Once
6039 - Log added to delete product log in Order Templates
6037 - Minor mod to Customer On Time Report Customer Filter
5982 - Minor mod to Order Entry Time CSV
5977 - Trimming added to Customer ID filter in Customers grid
5940 - Mute Notifications hidden for reconciled and canceled orders in order management
5932 - Bill-To and Ship-to Filters in Orders module now match Order Management filters
5924 - Refresh button added to caregiver tab in order management
5922 - Zip Code format added to modules in the system that show zip code
5915 - Minor filter label renaming for Group Order Template filters
5860 - minor mod to Monthly Bill Summary Export Customer ID, Cost Center
5823 - Confirmation deletion popup added for documents in order creation
5818 - Database upgrade
5803 - removed actions column from substitutions tab in edit instance page
5790 - When added caregiver to order, it will automatically set the caregiver as primary if there is not primary caregiver on patient profile.
5788 - Minor visual changes to map dispatch mini order overlay
5777, 5778, 5780 - Visual changes to Recurring Order Management module
5773, 5774 - Dispatch setting and tab added to Order Management
5491, 6188 - users can now add DBMO# to orders in order management
5398 - Description added to Requisition Updates Notification
5795 - SS order Tabs now automatically refresh when clicked on
5975 - product discard statuses have now been split between discarded and auto-discarded
5974 - discarded products report has been updated to reflect auto-discarded products
5765 - Minor visual change to select tech popup
5757 - Minor alignment changes to Purchasing popup
5749 - Patient Merge updated to match Patient Overlay
5367 - description for Equipment Use Alert Created notification added
5288 - Added Auto-Expand CRM Setting
5219, 5220 - Create/edit Recurring Order Log added
5367, 5368, 5369, 5370, 5371, 5372, 5373, 5374, 5375, 5376, 5377, 5378, 5379, 5380, 5381, 5382, 5383, 5384, 5385, 5386, 5387, 5388, 5389, 5390, 5391, 5392, 5394, 5395, 5396, 5397, 5398, 6420, 6421, 6422, 6423, 6424 – Description for Notification Templates